Broker Assistant

1 week ago

Randburg, South Africa Astra Wealth Financial Services Full time

As a Broker Assistant, you will support the Insurance Brokers in managing a portfolio
of clients, providing them with the best possible insurance solutions to meet their needs.

**Purpose of the Position**:
The primary purpose of the Broker Assistant position is to support the Insurance Brokers in providing excellent
customer service to clients, managing and maintaining accurate client records, and ensuring all policies are up to
date. The Broker Assistant will work closely with the Insurance Brokers to understand client needs and provide
support in developing and maintaining relationships with clients, insurers, and underwriters.

**Responsibilities**:

- Assist Insurance Brokers in assessing clients' insurance needs and providing tailored solutions
- Develop and maintain relationships with clients, insurers, and underwriters
- Generate new business opportunities through networking and prospecting
- Diary Management and general office duites

**Coverage for clients**
- Manage and maintain accurate client records and ensure all policies are up to date
- Provide excellent customer service and follow up with clients on a regular basis
- Keep up to date with industry trends, changes in legislation, and new products and services

**Minimum Requirements**:

- A Grade 12 certificate or equivalent NQF-4 qualification
- At least 1-2 years of experience in the insurance industry, will serve as a recommendation
- Knowledge of insurance products, underwriting principles, and risk management practices
- Strong analytical and problem-solving skills
- Excellent communication and interpersonal skills
- Must have a valid driver's license and own transport

**Skills**:

- Customer-focused with a passion for delivering excellent customer service
- Detail-oriented with the ability to manage and maintain accurate client records
- Positive attitude with a willingness to learn and develop new skills
- Team player with the ability to work collaboratively and support the Insurance Brokers
- Proactive with the ability to identify and generate new business opportunities

Pay: R7 000,00 - R10 000,00 per month

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